Business Financial Group (BFG) is a multi-service financial operations platform that provides accounting, payroll, tax, and advisory services to small- and mid-sized businesses.

BFG operates a globally optimized delivery model with:

U.S.-based leadership and contract CPAs (advisory & compliance oversight)
India-based accounting, admin, and HR teams (execution & quality control)
Costa Rica–based sales, marketing, client service, and recruiting teams

BFG currently generates approximately $350K in annual recurring revenue and is entering a focused growth acceleration phase, including geographic expansion, service-line monetization, and selective capital raising.

Role Overview

BFG is seeking a Fractional / Freelance CFO to support investor readiness, financial storytelling, and deal structuring during an upcoming growth and fundraising phase.

This is not a traditional CFO or controller role.

The ideal candidate acts as a strategic financial advisor to the founder, helping translate the business model into investor-grade financial narratives while preserving founder control and long-term value.

Key Objectives of the Role

The Fractional CFO’s primary mandate is to:

Strengthen financial credibility with investors
Validate and refine growth assumptions
Support deal structure and governance discussions

This role does not own day-to-day accounting, bookkeeping, payroll, or tax compliance.

Core Responsibilities

1. Investor Readiness & Financial Storytelling (Primary)

Review and pressure-test existing investor pitch materials
Validate revenue model, unit economics, and margin assumptions
Help frame financial metrics investors care about (ARR, revenue per employee, margins, LTV)
Prepare the founder for financial and valuation-related investor questions

2. Financial Modeling (Practical, Not Theoretical)

Develop simple, defensible financial projections (12–36 months)
Align projections with operational realities and hiring plans
Avoid overly complex, VC-style forecasting models

3. Capital Deployment & Use-of-Funds Logic

Sanity-check proposed use of funds ($1M–$2M growth capital)
Ensure capital allocation aligns with growth priorities
Help articulate how capital accelerates scale without increasing risk

4. Deal Structure & Term Sheet Advisory

Review proposed deal structures (equity, preferred equity, staged investments)
Explain implications of terms (liquidation preferences, board rights, returns)
Flag unfavorable or misaligned terms
Support the founder in evaluating competing offers

Note: The CFO advises, the founder leads negotiations.

What This Role Is NOT

Not a full-time CFO
Not responsible for bookkeeping or accounting operations
Not the primary contact with investors
Not authorized to negotiate deals independently

This role is advisory and supportive, not controlling.

Requirements

Ideal Candidate Profile

Required Experience

Experience as a Fractional CFO, CFO Advisor, or Finance Lead
Background working with professional services businesses (accounting, advisory, HR, consulting)
Direct experience supporting capital raises in the $500K–$5M range
Familiarity with family offices, operator-investors, or growth equity (not VC-only)
Comfort with global or offshore delivery models

Preferred Characteristics

Founder-friendly, pragmatic mindset
Strong communicator (can explain finance simply)
Comfortable working with early-stage platforms
Disciplined about scope and time
Willing to collaborate closely with the founder

Benefits

Engagement Structure

Type: Fractional / Contract
Time Commitment: ~5–10 hours per week
Duration: 3–4 months (with possible extension)
Compensation: Market-based hourly or monthly retainer

Success Metrics

A successful engagement will result in:

Increased investor confidence in financials
Clear, defensible valuation logic
Founder confidence during investor discussions
Improved deal terms and partner alignment

How to Apply / Engage

Interested candidates should be prepared to:

Describe prior fundraising support experience
Share examples of working with professional services firms
Explain how they balance founder control with investor expectations

Final Note

BFG is seeking a strategic partner, not a gatekeeper.The right Fractional CFO will amplify the founder’s vision, strengthen financial credibility, and help secure the right growth partner — not just capital.

Experience as a Fractional CFO, CFO Advisor, or Finance Lead

Business Financial Group

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Fractional / Freelance CFO – Investor Readiness & Growth Advisory